Stillwater Capital Advisors’s Dominion Energy D Stock Holding History

Stillwater Capital Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,530	Closed	-$202K	–	70
2022 Q2	$202K	Buy	+2,530	New	+$209K	0.04%	77
2015 Q3	–	Sell	-52,929	Closed	-$3.54M	–	70
2015 Q2	$3.54M	Sell	52,929 -1	-0%	-$70	1.02%	35
2015 Q1	$3.75M	Sell	52,930 -249	-0.5%	-$18.5K	1.14%	32
2014 Q4	$4.09M	Buy	53,179 +241	+0.5%	+$17.4K	1.23%	32
2014 Q3	$3.66M	Sell	52,938 -149	-0.3%	-$10.3K	1.22%	31
2014 Q2	$3.8M	Sell	53,087 -1,014	-2%	-$71.1K	1.29%	30
2014 Q1	$3.84M	Sell	54,101 -1,174	-2%	-$80.2K	1.4%	28
2013 Q4	$3.58M	Buy	55,275 +19,060	+53%	+$1.23M	1.39%	28
2013 Q3	$2.26M	Buy	36,215 +5	+0%	+$297	1.34%	28
2013 Q2	$2.06M	Buy	+36,210	New	+$2.12M	1.27%	27

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stillwater Capital Advisors's D Position: Q3 2022 in Review

Stillwater Capital Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,530 shares — an estimated $202K sold.

Stillwater Capital Advisors first reported a position in D in Q2 2013 and held it in 10 quarters. The position peaked at $4.09M in Q4 2014. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Stillwater Capital Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Stillwater Capital Advisors sold 2,530 Dominion Energy shares in Q3 2022, an estimated $202K.
Stillwater Capital Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 10 quarters.
Stillwater Capital Advisors's Dominion Energy position peaked at $4.09M in Q4 2014.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Stillwater Capital Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.